Senior Wealth Advisor
Atul Makharia attended the University of South Carolina where he received his MBA in finance. In addition to his MBA, Atul also holds a Bachelor of Science in chemical engineering. He has worked in the financial services industry for twenty-four years and is Series 7 and Series 63 certified. When he's not supporting the Carolina Gamecocks, Atul enjoys traveling with his wife and daughter. Not only is he passionate about finance, he values working with clients to help them achieve their financial objectives.